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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,040 | $58,311+222.5% | $81,882+129.6% | $80,959+132.3% |
| Participation rate | 43.6% | 63.5%-19.9pp | 72.4%-28.8pp | 67.7%-24.1pp |
| Annual return | 19.13% | 41.85%-22.7pp | 779.47%-760.3pp | 35.67%-16.5pp |
| Employer contribution / active EE | $1,616 | $2,347-31.2% | $2,916-44.6% | $2,757-41.4% |
| Participant deferral / active EE | $2,951 | $3,287-10.2% | $4,323-31.7% | $4,300-31.4% |
| Admin fee / account holder | $2,745 | $4,752-42.2% | $7,360-62.7% | $6,925-60.4% |